Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolioTH
ASSURANCE MANUFACTURING, INC.
EIN 41-0904770machineryLatest filing 2024
Plans
3
Retirement
2
$69.7M assets
Welfare
1
$1.7M premiums
Participants
406
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $69.7M assets / 284 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
78%top
- WELLS FARGO BANK, N.A.78%
- (Not disclosed)22%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 193 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Life$101K
- Long-term disability$101K
- Dental$93K
- Vision$7K
Carrier market share
Premium dollars by Schedule A carrier
88%top
- HEALTHPARTNERS INSURANCE COMPANY88%
- PRINCIPAL LIFE INSURANCE COMPANY6%
- DELTA DENTAL OF CALIFORNIA5%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
99%top
- CHRISTENSEN GROUP INC99%
- CORPORATE INSURANCE ASSOCIATES INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ASSURANCE MFG CO. INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$54.3M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE ASSURANCE MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$15.4M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE ASSURANCE MANUFACTURING, INC. GROUP BENEFIT PROGRAM
Fully Insured - HEALTHPARTNERS INSURANCE COMPPANY
Premiums$1.7M
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ASSURANCE MFG CO. INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $54.3M | 149 | 2024 | |
| 002 | THE ASSURANCE MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN | 401k | $15.4M | 135 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE ASSURANCE MANUFACTURING, INC. GROUP BENEFIT PROGRAM | Fully Insured | HEALTHPARTNERS INSURANCE COMPPANY | $1.7M | 193 | 2024 |
Retirement plans
Welfare plans